Sustainability index memberships and ratings

Based on our economic, environmental and social performance, Swiss Re has received top sustainability ratings and is listed on the major sustainability indices.

Sustainability ratings try to assess a company's economic, environmental and social values and performance. How well a company manages to balance these three dimensions yields valuable information on its ability to benefit from opportunities and manage risks in the mid- to long-term. Awareness for rising environmental and social needs can help identify scope for new products, while bolstering reputation and reducing the potential impact of stiffer legislation and standards. Sustainable companies are also more attractive for employees, which facilitates retaining crucial know-how and fostering innovation.

Such information is particularly valuable for long-term investors. It is being used, for example, by genuine sustainability funds whose composition is based on the "best-of-class" principle: instead of focusing on certain industries or screening some of them out, sustainability funds strive to select the best, i.e. the most sustainable, companies within each industry for inclusion.

Index memberships

Swiss Re is proud to be listed as a constituent of various major sustainability indices, based on Group-wide performance on environmental, social and governance (ESG) factors. The selection criteria and methodologies used to determine participation in such indices and the attributed company scores are determined by the entities responsible for the indices.

Index

Description

Euronext Sustainable Europe 120 Index

As of 31 December 2024

External website

Euronext logo

The Euronext Sustainable Europe 120 index consists of companies listed on Euronext Paris. The index is Non Market Capitalisation weighted. The index serves as an underlying for structured products, funds and exchange traded funds.

MSCI Indices

  • MSCI World ESG Leaders Index
  • MSCI World SRI Index

As of 26 November 2024

The MSCI ESG Leaders Indexes are designed to represent the performance of companies that have high Environmental, Social and Governance (“ESG”) ratings relative to their sector peers. The indexes target a 50% sector representation vs. the parent index, aiming to include companies with the highest MSCI ESG Ratings in each sector. The index suite utilizes MSCI’s award winning ESG Research and ESG Ratings to identify companies that have demonstrated an ability to manage their ESG risks and opportunities and are therefore eligible for inclusion.

The MSCI Socially Responsible Investing (SRI) Indexes are designed to represent the performance of companies with high Environmental, Social and Governance (ESG) ratings. The indexes employ a ‘best-in-class’ selection approach to target the top 25% companies in each sector according to their MSCI ESG Ratings. SRI indexes can be used by institutional investors seeking to align ethical values and manage potential financial risks.

Solactive Indices

  • Solactive Europe Corporate Social Responsibility Index
  • Solactive Global Corporate Social Responsibility Index

As of 23 September 2024

External website

Solactive logo

Solactive is a Germany-based index provider operating globally and growing at a fast pace. Since 2007, we’ve been developing tailor-made and multi-asset class index solutions for ETFs and other index-linked investment products with the leading global investment banks and asset managers as our clients. Flexibility, proactivity and efficiency are the heart and soul of our business philosophy.

Bloomberg Gender Equality Index

As of 31 January 2023

External website

Bloomberg Gender Equality Index 2023

The Bloomberg Gender-Equality Index (GEI) tracks the performance of public companies committed to disclosing their efforts to support gender equality through policy development, representation, and transparency.

FTSE4Good Index Series1

As of 19 June 2023

External website

FTSE4Good logo

The FTSE4Good Index Series is designed to measure the performance of companies demonstrating specific Environmental, Social and Governance (ESG) practices. Transparent management and clearly-defined ESG criteria make FTSE4Good indexes suitable tools to be used by a wide variety of market participants when creating or assessing sustainable investment products.

Sustainability ratings

Additionally, the following ratings and analytics providers evaluate and score Swiss Re based on a range of ESG criteria. The methodologies used to determine the attributed company scores are determined by the entities responsible for the ratings.

Sustainability rating

Description

CDP Climate Change B Score

As of February 2025

External website

2025-02-sr-cdp-logo

CDP is a non-profit that runs the world’s environmental disclosure system for companies, cities, states and region.

Morningstar Sustainalytics1

As of January 2025, Swiss Re AG received an ESG Risk Rating of 12 from Morningstar Sustainalytics and was assessed to be at low risk of experiencing material financial impacts from ESG factors. In no event the ESG Risk Rating shall be construed as investment advice or expert opinion as defined by the applicable legislation. 

External website

2025-01-sr-sustainalytics-badge

Morningstar Sustainalytics’ ESG Risk Ratings measure a company’s exposure to industry-specific material ESG risks and how well a company is managing those risks. This multi-dimensional way of measuring ESG risk combines the concepts of management and exposure to arrive at an assessment of ESG risk, i.e., a total unmanaged ESG risk score or the ESG Risk Rating, that is comparable across all industries. Sustainalytics’ ESG Risk Ratings provide a quantitative measure of unmanaged ESG risk and distinguish between five levels of risk: negligible, low, medium, high and severe.

MSCI1

As of 2024, Swiss Re AG received an MSCI ESG Rating of AAA.

External website

MSCI ESG RATINGS LOGO

MSCI ESG Research provides MSCI ESG Ratings on global public and a few private companies on a scale of AAA (leader) to CCC (laggard), according to exposure to industry-specific ESG risks and the ability to manage those risks relative to peers. Learn more about MSCI ESG ratings here.

ISS ESG Prime

As of 14 September 2024, received ISS ESG Prime status with a rating of B-.

External website

Corporate ESG Performance rated by ISS ESG

Awarded to companies with an ESG performance above the sector-specific Prime threshold, which means that they fulfil ambitious absolute performance requirements.

ISS QualityScore

As of 9 January 2025, received first decile rating in the governance pillar.

External website

2025-01-sr-iss-esq-qualityscore-logo

Governance QualityScore is a data-driven scoring and screening solution designed to enable quality reviews of corporate governance across four key areas: Board Structure, Compensation, Shareholder Rights, Audit & Risk Oversight.

InRate ESG Impact Rating

A-

As of 7 September 2023

External website

inrate logo

The ESG Corporate Ratings focus on the impact of companies on the environment and society through their products and services and management & operations. The Rating also includes the screening of critical business practices (controversies).

Disclaimer

Disclaimer statements

FTSE4Good

FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Swiss Re has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds and other products.

MSCI ESG Research LLC

THE USE BY SWISS RE AG OF ANY MSCI ESG RESEARCH LLC OR ITS AFFILIATES (“MSCI”) DATA, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT, RECOMMENDATION, OR PROMOTION OF SWISS RE AG BY MSCI.  MSCI SERVICES AND DATA ARE THE PROPERTY OF MSCI OR ITS INFORMATION PROVIDERS, AND ARE PROVIDED ‘AS-IS’ AND WITHOUT WARRANTY.  MSCI NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI.

Morningstar Sustainalytics

Copyright ©2025 Sustainalytics, a Morningstar company. All rights reserved. This website includes information and data provided by Sustainalytics and/or its content providers. Information provided by Sustainalytics is not directed to or intended for use or distribution to India-based clients or users and its distribution to Indian resident individuals or entities is not permitted. Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect. Use of such data is subject to conditions available at https://www.sustainalytics.com/legal-disclaimers